# Buttonwood Wealth

Buttonwood Wealth is a RIA based in Winchester, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Winchester, United States
- **Region:** North America
- **Address:** Winchester, VA, United States
- **Founded:** 2019
- **Assets under management:** 266 (Altss estimate)
- **Website:** bwlegacy.com
- **LinkedIn:** https://www.linkedin.com/company/buttonwood-wealth

## Regulatory record

- **CRD number:** 305896
- **SEC file number:** 801-117676
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/305896

## About

Buttonwood Wealth was established in 2019 as a Virginia-based wealth manager. It focuses on investment advisory for individuals, trusts, and business entities. The firm provides financial planning and portfolio management. No specific asset classes, portfolio companies, or geographic deployment beyond its headquarters have been disclosed. AUM stands at $266 million. No additional offices, team size, or adjacent vehicles are recorded. No operational events from the last 24 months appear in available records. The firm operates as a standard wealth manager without disclosed hybrid structures or succession details.

## Questions

### Who runs investment decisions at Buttonwood Wealth?

No named principals or CIO appear in public records.

### Does Buttonwood Wealth participate in fund commitments or only direct deals?

The firm provides advisory services but no specific commitment or direct deal activity is disclosed.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/buttonwood-wealth

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology